Solicitation_NAMA-16-Q-0071.docx

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format at FAR Subpart 12.6, Streamlined Procedures for Evaluation and Solicitation for Commercial Items as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotations are being requested and a written solicitation will not be issued. The solicitation number is NAMA-16-Q-0071 and is issued as a Request for Quotation (RFQ). The solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2005-88-1 effective June 15, 2016. This is 100% set-aside for small business under NAICS 519190, All Other Information Services. The size standard for this procurement is $27.5M dollars. CONTRACT LINE ITEM NUMBER(S): See Attachment 1, Schedule of Prices. REQUIREMENT: The National Archives and Records Administration (NARA) has a requirement to obtain Information Technology services to ensure the digital products for all versions of Congress Creates the Bill of Rights remain fully functional and available for download by new users on all platforms. The Contractor will also serve as a consultant to the Center for Legislative Archives offering technical advice and preliminary design on proposed and potential new digital products that the Center is interested in pursuing. See Attachment 2, Performance Work Statement (PWS). PERIOD OF PERFORMANCE: The period of performance will consist of a base year and four (4) option years. PLACE OF PERFORMANCE: The place of performance will be the contractor’s site. The following Federal Acquisition Regulation (FAR) clauses are incorporated and are to remain in full force in any resultant contract, with the exception of FAR provisions which will be removed prior to award: FAR 52.212-1. Instructions to Offerors - Commercial Items (Oct 2015). Addenda: Delete paragraph (h), Multiple Awards. - see below for additional quotation submission instructions. EVALUATION (In lieu of FAR 52.212-2): Evaluation and award will be in accordance with Simplified Acquisition Procedures at FAR Subpart 13.106, Soliciting Competition, Evaluation of Quotations or Offers, Award and Documentation authorized by FAR Subpart 13.5, Simplified Procedures for Certain Commercial Items as prescribed by FAR Subpart 12.301(c)(2). Selection of the Contractor to perform this contract will be based on NARA’s assessment of the best overall value to the Government. Accordingly, best value for this procurement will be obtained through a lowest price technically acceptable evaluation. See Attachment 7, Evaluation. Exceptions taken to any terms and conditions stated in the RFQ must be clearly outlined on a separate page of the Contractor’s quotation entitled “Exceptions”. Exceptions may render a Contractor’s quotation technically unacceptable for award. The Contractor must also include complete rationale, justification, and the cost impact of each exception noted. The Government reserves the right to make an award on the initial quotation without discussions of this procurement. For evaluation purposes, the Total Contract Ceiling Price will be used to determine the lowest price. The Total Ceiling Price for each not-to-exceed CLIN will be determined by multiplying the Maximum Quantity by the Firm-Fixed Unit Price. The evaluated Total Contract Ceiling Price will be determined by summing the Total Ceiling Price of all performance years (base year and all option years). Contractors must provide pricing for each CLIN. Failure to submit any of the required information and documentation with the quotation may result in rejection of the quotation. FAR 52.212-3, Offeror Representations and Certifications - Commercial Items (Apr 2016) - The offeror shall complete only paragraphs (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (r) of this provision. FAR 52.212-4, Contract Terms and Conditions - Commercial Items (May 2015) – see Attachment 5 Additional NARA Terms and Conditions (Addenda to FAR clause 52.212-4). FAR 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders - Commercial Items (Mar 2016) - see Attachment 6, FAR Clauses for the full text of this clause and for additional applicable FAR clauses. Full text provisions and clauses can be found at https://www.acquisition.gov. QUESTIONS: Questions regarding this RFQ must be submitted in writing to the Contract Specialist, Mrs. Denise Martin at denise.martin@nara.gov no later than 12:00 PM ET on August 1, 2016 to be considered. Questions submitted in any other manner will not be answered. The Government will answer questions or requests for clarification via a written RFQ amendment. QUOTATION DUE DATE: Quotations must be received by 3:00 PM ET on August 15, 2016. Failure to submit quotations by the due date and time may result in rejection of the quotation as untimely. Contractors submitting via e-mail are cautioned to allow one extra business day for delivery and confirm receipt of quotation as the e-mail will need to pass through IT security. QUOTATION SUBMISSION INSTRUCTIONS: NARA requests that contractors email one (1) copy of the quotation (Volume I) and one (1) copy of price (Volume II) to: denise.martinl@nara.gov. However, contractors may mail one (1) hardcopy and one (1) CD of each quotation. Mailed quotations must be sent to: National Archives and Records Administration, Attention: Mrs. Denise Martin, 8601 Adelphi Road, Room 3340, College Park, MD 20740-6001.

NARA – NAMA-16-Q-0035 – Interpreter Services

ATTACHMENT 1

SCHEDULE OF PRICES

1. SERVICES TO BE FURNISHED

The purpose of this contract is to acquire Information Technology (IT) services in support of the Congress Creates the Bill of Right App for NARA. All work must be performed under the terms and conditions of this contract.

(a) Maintenance of Digital Products. The firm-fixed unit prices must include the fully burdened cost for delivering the services required by this contract.

(b) Consultation on Future Digital Products. The firm-fixed unit prices must include the fully burdened cost for delivering the services required by this contract. The Contractor shall not exceed the “NTE” amount of Consultations in the Base Year and any Option Years, if exercised. Should the Contractor exceed the “NTE” amount of Consultations, it does so at its own risks.

(c) Wireframes and Designs Services. The firm-fixed unit prices must include the fully burdened cost for delivering the services required by this contract. The Contractor shall not exceed the “NTE” amount for Each Wireframe and Design submitted in the Base Year and any Option Years, if exercised. Should the Contractor exceed the “NTE” amount for Wireframes and Designs, it does so at its own risks.

2. PRICING OF BASE YEAR

(a) Maintenance of Digital Products Services.

(i) The Contractor must identify the base year “Firm-Fixed Unit Price” and “Total Price” for the Maintenance of Digital Products Services described in the PWS.

(1) The “Firm-Fixed Unit Price” for each CLIN must be the Contractor’s price for IT services identified for one unit.

(2) The “Total Price” for Maintenance of Digital Products Services (CLIN 0001) must be the “Firm-Fixed Unit Price” multiplied by the “QTY” to equal the price for the year.

(b) Consultation on Future Digital Products Services.

(i) The Contractor must identify the base year “Firm-Fixed Unit Price” and “Total Price” for the Consultation on Future Digital Products services described in PWS paragraph 3.2.

(1) The “Firm-Fixed Unit Price” for each CLIN must be the Contractor’s price for Consultation on Future Digital Products services identified for one unit.

(2) The “Total Price” for Consultation on Future Digital Products services (CLIN 0002) must be the “Firm-Fixed Unit Price” multiplied by the “QTY” to equal the price for the year.

(c) Wireframes and Designs Services.

(i) The Contractor must identify the base year “Firm-Fixed Unit Price” and “Total Price” for the Wireframes and Designs services described in PWS paragraph 3.2.

(1) The “Firm-Fixed Unit Price” for each CLIN must be the Contractor’s price for Wireframes and Designs services identified for one unit.

(2) The “Total Ceiling Price” for Wireframes and Designs (CLIN 0003) must be the “Firm-Fixed Unit Price” multiplied by the “QTY” to equal the price for the year.

(d) Total Base Year Contract Ceiling Price. The Total Base Year Contract Ceiling Price is the sum of the Base Year CLINs.

3. PRICING OF OPTION YEARS

(a) Option years will be priced using the procedure for pricing the contract base year.

(b) Total Option Year Contract Ceiling Price. The “Total Option Year Contract Ceiling Price” for each Option Year is the sum of the Option Year CLINs.

4. SCHEDULE OF PRICES

(a) In accordance with this contract, the Contractor must provide all services described herein (except as specified to be furnished by the Government in the PWS), and must plan, schedule, coordinate, and assure effective performance.

(b) For all CLINs insert quoted firm-fixed unit prices. For evaluation purposes, the CLIN Total Ceiling Price will be determined by multiplying the “QTY” by the “Firm-Fixed Unit Price”. The Total Contract Ceiling Price will be determined by adding each performance year’s Total Contract Ceiling Prices. CLIN = Contract Line Item Number; PWS = Performance Work Statement; NSP = Not Separately Priced; and NTE = Not to Exceed.

NARA – NAMA-16-Q-0071 – Maintaining and Innovating Digital Products

Base Year– Months 1-12

The Contractor Shall provide in Accordance with the PWS Maintenance of Digital Products Services.

Months

The Contractor Shall provide in Accordance with the PWS Consultation on Future Digital Products Services.

4 (Max)

Each

NTE

The Contractor Shall provide in Accordance with the PWS Wireframes and Designs Services

4 (Max)

Each

Option I– Months 13-24

The Contractor Shall provide in Accordance with the PWS Maintenance of Digital Products Services.

The Contractor Shall provide in Accordance with the PWS Consultation on Future Digital Products Services.

4 (Max)

Each

4 (Max)

Each

The Contractor Shall provide in Accordance with the PWS Maintenance of Digital Products Services.

The Contractor Shall provide in Accordance with the PWS Consultation on Future Digital Products Services.

4 (Max)

Each

4 (Max)

Each

Option II– Months 25-48

Option Year III– Months 37-48

The Contractor Shall provide in Accordance with the PWS Maintenance of Digital Products Services.

The Contractor Shall provide in Accordance with the PWS Consultation on Future Digital Products Services.

4 (Max)

Each

4 (Max)

Each

Option Year IV– Months 49-60

The Contractor Shall provide in Accordance with the PWS Maintenance of Digital Products Services.

The Contractor Shall provide in Accordance with the PWS Consultation on Future Digital Products Services.

4 (Max)

Each

4 (Max)

Each

TOTAL CONTRACT CEILING PRICE:

ATTACHMENT 2

PERFORMANCE WORK STATEMENT (PWS)

MAINTAINING AND INNOVATING DIGITAL PRODUCTS FOR

THE CENTER FOR LEGISLATIVE ARCHIVES

1.0 BACKGROUND

1.1 The National Archives and Records Administration (NARA) is an independent Federal agency that helps safeguard and preserve our nation's history by overseeing the management of all Federal records. The stories of our nation and our people are told in the records and artifacts cared for in NARA facilities around the country and people can discover, use, and learn from this documentary heritage. The mission is to ensure ready access to the essential evidence that documents the rights of American citizens, the actions of Federal officials, and the national experience.

1.2 Within the half-billion pages of records in the care of the Center for Legislative Archives (hereafter referred to as “the Center”), there are some special treasures from the First Congress that show how the ratification of the Constitution necessitated the creation of the Bill of Rights, and how the creation of the Bill of Rights, in turn, completed the Constitution. The remarkable story of the relationship between two of our Charters of Freedom is told in Congress Creates the Bill of Rights.

1.3 Congress Creates the Bill of Rights consists of three digital products: an eBook, mobile apps for tablets, and PDF for teachers and students. Each provides a distinct way of exploring how the First Congress proposed amendments to the Constitution in 1789.

1.3.1 eBook. The eBook focuses on James Madison's leadership role in creating the Bill of Rights, effectively completing the U.S. Constitution. Starting with the crises facing the nation in the 1780s, the narrative traces the call for constitutional amendments from the state ratification conventions. Through close examination of the featured document, Senate Revisions to the House Proposed Amendments to the U.S. Constitution, the reader goes inside the First Congress, as Madison and the leaders of rival political factions worked in the House and Senate to formulate amendments to change the recently ratified Constitution. The eBook is available for download on personal computers and available in iTunes and in the iBookstore for iPads, iPhones, and iPod Touch.

1.3.2 Mobile Apps. The mobile apps are interactive learning tools for tablets that situate the user in the proposals, debates, and revisions that shaped the Bill of Rights. Their menu-based organization presents a historic overview, a detailed study of the evolving language of each proposed amendment as it was shaped in the House and Senate, a close-up look at essential documents, and opportunities for participation and reflection designed for individual or collaborative exploration. The apps are available for download on iPads in the App Store and on Android devices in Google Play. To date, the apps have been downloaded more than 8,500 times and are in use by schools and school districts across the country.

1.3.3 Portable Document Format (PDF). The PDF version of Congress Creates the Bill of Rights contains all the content of the app and provides a method for accessing the rich content of Congress Creates the Bill of Rights without the need for a tablet. Users can download the PDF from the Center’s web site. The PDF is divided into four sections: Get the Background; Go Inside the First Congress; Amendments in Process; and Join the Debate. Each section contains a hyperlinked table of contents and each page contains a menu box back to the table of contents.

2.0 SCOPE

2.1 This Performance Work Statement (PWS) describes the project and related tasks to ensure the digital products for all versions of Congress Creates the Bill of Rights remain fully functional and available for download by new users on all platforms. The Contractor will also serve as a consultant to the Center offering technical advice and preliminary design on proposed and potential new digital products that the Center is interested in pursuing.

2.2 The Contractor shall be able to successfully complete the following tasks:

2.2.1 Perform tests on the digital products.

2.2.2 Perform preventative and corrective maintenance to remove any errors or bugs that develop as a result of Apple iOS and/or Android software updates

2.2.3 Perform bug fixes and corrective maintenance for issues reported with the eBook or PDF versions of digital products

2.2.4 Serve as a consultant for new, innovative digital products providing technical advice on formats, platforms and delivery systems, new versions, recommended devices, preliminary design of products, and design of proposals to seek support for new products.

2.2.5 The Contractor is responsible for furnishing its own hardware to sufficiently test the suite of applications described in this PWS.

3.0 DESCRIPTION OF SERVICES/REQUIREMENTS

3.1 Maintenance Of Digital Products

3.1.1 The Contractor shall be responsible for corrective maintenance for the digital products. Corrective maintenance will be performed to remove errors or bugs from iOS and/or Android software updates or issues reported with the eBook and/or PDF.

Corrective maintenance activities include both emergency repairs and preventive repairs.

3.1.2 The Contractor shall have the required system knowledge and technical skills in order to effectively provide preventative and corrective maintenance services for the digital products.

3.1.3 The Contractor shall be responsible for resolving and correcting residual errors and bugs for the digital products.

3.1.4 The Contractor shall perform full testing of all preventative and corrective tasks.

3.1.5 App functionality should be based upon functionality outlined in Appendix B “Congress Creates the Bill of Rights App - Testing Guidelines.”

3.1.6 General maintenance resolution should follow the schedule below. All times begin when issue is identified and/or reported to the Contractor by the Center:

· Week 1- Isolate issue

· Week 2 - Develop remediation plan, and provide to the NARA POC

· Week 3- Provide timeline to restoration of full-functionality

· As the severity of code breakage can vary, the NARA POC requests weekly reports to be sent to the NARA POC until the problems are fully-resolved.

3.2 Consultation on Future Digital Products

3.2.1 The Contractor shall serve as a consultant for a variety of digital outreach projects and products the Center will explore throughout the term of the contract.

3.2.2 Services requested may include:

3.2.2.1 Providing guidance and recommendations on formats, platforms, and delivery systems;

3.2.2.2 Analyze device models and operating system versions of current users;

3.2.2.3 Provide guidance on new versions of digital products that integrate recent technology changes and advancements in the marketplace;

3.2.2.4 Preliminary design or mockup of products in wireframes and other appropriate displays; and

3.2.2.5 Design summaries to seek support for new products.

3.2.3 The Contractor, when requested by the NARA POC, will consult with Center staff on new approaches and products to deliver Center-created digital content to educational audiences and to the general public.

3.2.4 The Contractor, when requested by the NARA POC, will create preliminary designs and mockups of new digital products for review by Center staff. Preliminary designs and mockups will include (at minimum):

3.2.4.1 Illustrations of application appearance as appropriate for the proposed design;

3.2.4.2 Description of digital product’s function, scale, and scope; and

3.2.4.3 Assessments of how the proposed digital product can help the Center to reach a broader audience with primary source documents.

3.2.5 The Contractor will average between three to four meetings each contract performance year.

3.2.6 The Center estimates that an average of between five and seven products will be considered for consultation during a contract performance year.

3.2.7 The Contractor will consult with the Center so both parties have a common understanding of the purpose of new digital products

3.3 WIREFRAMES/DESIGNS

3.3.1 As potential new digital products are identified as a result of consultation services, the Center and Contractor will collaborate to develop wireframes and mock designs of these potential new products in order to demonstrate educational and pedagogical value of the products to end-users.

3.3.2 The Center will provide samples of written content, scans of records, images, charts, graphs, and other materials intended to be used in new products or projects. The Center will also describe the recommended functionalities to be demonstrated or employed in new digital products, the intended user experiences, and the content objectives to be realized.

3.3.3 The Contractor will create sample designs of the look, feel, and functionality of new digital products for the review of the Center.

3.3.4 After Center review, the Contractor will prepare an iterative final design to show what a new digital product would look like and how it would work.

3.3.5 Wireframing and proof-of-concept design requirements are not inclusive of development work.

3.3.6 The Center estimates two or three wireframes will be developed in a contract performance year.

3.3.7 The Contractor, when requested by the NARA POC, will adapt images and content design from wireframes into a design summary.

3.3.8 Wireframes should be of sufficient level-of-detail that new products can be developed from a wireframe or proof-of-concept.

3.3.9 A wireframe shall consist of PDF documents outlining app design and implied functionality.

3.3.10 Wireframe deliverables also include a narrative describing the goals of the app, and educational and pedagogical value to end-users.

4.0 CONTRACTOR PERSONNEL

4.1 Contractor personnel must have demonstrated skills, abilities, and experience in the following areas:

4.1.1 Project Management: Demonstrated experience planning, initiating, coordinating, designing, and executing a variety of innovative digital products.

4.1.2 Digital Products: Knowledge of Apple iOS and Android mobile apps and App Studio (the software used to create Congress Creates the Bill of Rights).

4.1.3 Design Experience: Demonstrated experience designing educational products utilizing historical content and original records to create age-appropriate materials for use in classrooms

4.1.4 Historical Records Understanding: Demonstrated ability to present historical records to the general public.

4.1.5 Communication: Demonstrated ability to communicate effectively both orally and in writing, including writing and editing technical and analytical products.

4.2 All subject matter experts (SMEs) are considered Key Personnel, are subject to the Key Personnel clause, and require a formal résumé.

4.3 All personnel are required to sign a Non-Disclosure Agreement (NDA) prior to performing any work on this contract.

5.0 DELIVERABLES

5.1 All contract deliverables shall be submitted to the NARA POC for review and approval. Unless otherwise specified, once the Contractor has submitted a deliverable to the NARA POC, NARA will have five (5) working days to review the deliverable. The NARA POC may return the deliverable to the Contractor for re-work or accept the deliverable as completed. If the deliverable is returned to the Contractor for re-work, it shall be completed within the timeframe established by the NARA POC and the Contractor Project Manager (PM).

5.2 The Contractor must prepare all deliverables in accordance with the specified lists.

Format and forms should conform to the Contractor’s standard commercial practices unless otherwise stated. The Contractor shall provide an electronic version of the deliverable in the applicable MS Office format.

5.3 Deliverables are subject to change. Such a change will be reflected by written direction from the Contracting Officer (CO).

5.4 Copies of transmittal letters for deliverables must be provided to the CO and the

NARA POC.

5.5 Kickoff Meeting. The Contractor shall lead a Kickoff Meeting with the Government Program Manager, NARA POC and Contracting Officer, within five (5) business days after the effective date of the contract to prepare NARA and the Contractor for the work described in this PWS.

5.6 Project Management Plan. The PMP shall include reference to all tasks listed in PWS paragraph 3.0, Description of Services/Requirements, as well as, draft and final deliverables enumerated in PWS paragraph 5.0, Deliverables. The PMP is required for the base and option years. The Contractor shall, after the kickoff meeting, provide a Project Management Plan that includes at a minimum;

· Description of technical approach

· Organizational Resources

· Tasks and deliverables under this PWS, with due dates

· Contractor assignments (resource)

· Milestone schedule that shows dependencies as applicable

· Management Controls to meet the cost, and

· Schedule requirements throughout project execution

5.7 Monthly Status Report. The Contractor must provide a Monthly Status Report.

The Monthly Status Report should describe work accomplished for each calendar month, work planned, the status of the digital products, and significant problems or issues encountered or anticipated. Where applicable, the Contractor shall identify a solution for any unresolved problems or issues. The status report shall be provided to the NARA POC the last business day of each month.

5.8 Progress Briefings. Progress briefings shall be provided as requested by the NARA

POC.

5.9 The following table lists the deliverables under this contract:

PWS Reference

Deliverable Final Due Date (calendar days)

6.0 QUALITY ASSURANCE

6.1 The Government will evaluate the Contractor’s performance. The NARA POC will perform surveillance on those tasks listed in the PWS, Attachment 3 Quality Assurance Surveillance Plan (QASP), and in the attached Appendix A - “Performance Requirements Summary”, and will record all surveillance observations. The NARA POC will maintain a file of all inspection results. Government surveillance of tasks not listed in the PWS, QASP, the PRS, or by methods other than those listed (such as provided for by the Inspection of Service clause) may occur during the performance year. Such surveillance will be done according to standard inspection procedures or provisions.

6.2 Application testing guidelines to ensure the highest-possible quality performance of the Apple iOS and Android applications are supplied in Appendix B (GFI) “Congress Creates the Bill of Rights App - Testing Guidelines,” Attachment 8 Testing Guidelines.

7.0 DIGITAL PRODUCT RIGHTS AND CODE RIGHTS

7.1 The National Archives and Records Administration shall own any and all rights to the digital products and proposals developed under this contract.

7.2 All source code developed solely by the Contractor for digital products covered under this contract, whether for bug fixes or new applications, shall be the sole property of the National Archives and Records Administration. This clause is not intended to convey ownership over third-party or open-source licenses for products integrated into functionality of the digital products developed as a result of this contract.

ATTACHMENT 3

QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

1.0 INTRODUCTION:

This Quality Assurance Surveillance Plan (QASP) has been developed to provide the Quality Assurance Evaluator / National Archives Point of Contact (NARA POC) and other Government evaluators a summary of the key performance standards required in the contract, performance levels, and method of surveillance normally used for that performance standard. These are listed in Attachment 4 Performance Requirements Summary (PRS).

The QASP describes a systematic method to evaluate receipt by the Government of acceptable services the Contractor is required to furnish. The Contractor is required to provide satisfactory performance in all areas of the contract. Before invoices can be paid, a determination by the NARA POC must first be made that satisfactory services have been received.

Any non-conformance with contract requirements is a “defect.” A defect may be recorded for each item evaluated that failed to meet the standards as required by the subject Performance Work Statement (PWS) paragraph(s). Examples of defects that will be recorded include, but are not limited to:

a. Failure to perform a required task;

b. Failure to take corrective action to prevent reoccurrence of less than satisfactory performance; or

c. Performance of less than satisfactory work (quality work consists of completing the work in accordance with the appropriate PWS specifications or best industry practices).

Quality Assurance is based on the premise that the Contractor, and not the Government, is responsible for management and quality control actions to meet the terms of the contract. The Government will follow the guidance in FAR 52.212-4, Contract Terms and Conditions --Commercial Items when performance is other than satisfactory.

Good management and use of an adequate quality control (QC) plan will allow the Contractor to operate within specified performance requirements. The NARA POC and Government evaluators shall be objective, fair, and consistent in evaluating Contractor performance against contract requirements and standards. The main emphasis is on quality performance.

2.0 ACTUAL SURVEILLANCE:

Actual surveillance will be performed on a periodic basis, 100% surveillance, or as otherwise specified in the PRS in conjunction with the PWS.

If satisfactory performance is not achieved, the NARA POC will determine the possible cause of the less than satisfactory performance. The NARA POC will initiate a Contract Discrepancy Report (CDR) for all defects that could not be re-performed and for all defects not corrected by the Contractor in a timely or satisfactory manner when requested by the Government. The NARA POC will submit the CDR documentation recording the less than satisfactory performance and stating a recommended action to the Contracting Officer (CO) including any proposed contract deductions.

3.0 SURVEILLANCE METHODS:

Services shall have the results of the surveillance documented. The surveillance methods the Government will use to evaluate the Contractor’s performance for the listed tasks are specified in the PRS. Customer complaints may be used in conjunction with the above surveillance methods as an indicator of performance or as areas to emphasize further for future surveillance.

4.0 INFORM CONTRACT SITE-SUPERVISOR:

a. Regardless of the surveillance method, the Contractor should be kept informed of performance status. The NARA POC will notify the Contractor of any defect(s) to be corrected. The time to re-perform and correct defects after notification will vary depending on the type of defect, the item being inspected, the level of the item (i.e., routine, urgent, or emergency), etc. The NARA POC will inspect re-performed or corrected discrepancies. If corrected properly and timely, the defect(s) will not result in a payment deduction. However, the NARA POC will maintain all documentation for file maintenance and turn this information over to the CO upon completion of the contract. Performance issues should also be an item of discussion during contract status meetings.

b. CDR’s should be used to officially notify the Contractor of a performance problem. CDR use includes notifying the Contractor of:

i. Non-performance or less than satisfactory performances when the Government elects not to have the Contractor re-perform the service;

ii. Failure of the Contractor to re-perform non-performed or less than satisfactory performed services;

iii. Non-performed or less than satisfactory services that cannot be re-performed due to the nature or the timing of the required services; and

iv. Continuous, less than satisfactory service whether the service is re-performed or not.

c. Critical performance problems should be immediately communicated with a follow-up written CDR. The NARA POC will complete the CDR and forward it to the CO for review and approval. The NARA POC will sign and forward the CDR to the Contractor for the Contractor’s response and comments. The Contractor will have seven (7) calendar days (or such lesser time that the NARA POC stipulates) to complete a response. After evaluating the Contractor’s response, the NARA POC will forward the CO any CDR requiring further action (contract interpretation, problem resolution, reduced payments, deficiency letter notification, cure notice, etc.). The NARA POC will provide the CO recommended actions with supporting rationale.

ATTACHMENT 4

PERFORMANCE REQUIREMENTS SUMMARY

1.0 PERFORMANCE REQUIREMENTS SUMMARY (PRS). The PRS captures key requirements of the Performance Work Statement (PWS) at an outcome level (performance standard) and states the performance level and method of surveillance for the requirement. The absence of any contract requirement from the PRS does not limit the rights or remedies of the Government within the contract.

2.0 METHOD OF SURVEILLANCE. The PRS provides the surveillance method(s) the Government will use to evaluate the Contractor’s performance for the listed tasks. The primary surveillance methods used will be 100% surveillance, periodic surveillance, or customer complaints.

3.0 GOVERNMENT QUALITY ASSURANCE. The Quality Assurance Surveillance Plan, Attachment 3, describes how the Government will inspect, in conjunction with this PRS, and how the NARA POC, other performance evaluators, the Contractor, and the Contracting Officer will communicate to ensure satisfactory performance of contract requirements.

REQUIREMENT SUMMARY (RS)

ITEM

OF SURVEILLANCE

(RS-1) Maintenance Services PWS paragraph 3.1

(RS-2) Consulting Service PWS paragraph 3.2

(RS-3) Wireframe Designs PWS paragraph 3.3

(RS-4) Contractor Personnel PWS paragraph 4.0 The Contractor Personnel meet or exceed the qualification requirements. All key personnel have submitted current resumes to the Government.

The Vendor's PM is available, as needed, to ensure the requirements of the task order are completed satisfactorily.

(RS-5) Deliverables PWS paragraph 5.0

ATTACHMENT 5

ADDITIONAL NARA TERMS AND CONDITIONS

(Addenda to FAR clause 52.212-4)

I. GOVERNMENT CONTRACT ADMINISTRATION

A. This contract will be administered by:

National Archives and Records Administration Acquisitions Branch, Code BCN 8601 Adelphi Road, Room 3340 College Park, MD 20740-6001

B. Contract Specialist (CS):

Denise Martin Telephone: 301-837-2988 Email: denise.martin@nara.gov

The Contracting Officer (CO) has the overall responsibility for the administration of this contract. Written communication to the Contract Specialist (CS) must make reference to the contract number and must be emailed or mailed with postage prepaid, to the above address.

C. Contracting Officer (CO):

Any BCN Warranted CO

The CO alone, without delegation, is authorized to take actions on behalf of the Government to amend, modify, or deviate from the contract terms, conditions, requirements, specifications, details and/or delivery schedules; make final decisions on disputed deductions from contract payments for non-performance or unsatisfactory performance; terminate the contract for convenience or default; and issue final decisions regarding contract questions or matters under dispute. However, the CO may delegate certain other responsibilities to authorized representatives.

II. DESIGNATION OF NATIONAL ARCHIVES POINT OF CONTACT (NARA POC)

NARA POC: TBD

Phone: TBD E-Mail: TBD

(i) The individual named above is designated as the NARA POC to assist the CO in the discharge of the CO’s responsibilities. The NARA POC is responsible for monitoring, giving progress reports to the CS, and overall technical surveillance of services to be performed under this contract and should be contacted regarding questions or problems of a technical nature. In no event will any understanding or agreement, modification, change order, or other matter deviating from the terms of the basic contract between the Vendor and any person other than the CO be effective or binding upon the Government.

(ii) When, in the opinion of the Vendor, the NARA POC requests effort outside the existing scope of the contract, the Vendor must promptly notify the CO in writing.

(iii) No action will be taken by the Vendor under such technical instruction unless the CO has issued a contractual change.

(iv) The responsibilities of the NARA POC include, but are not limited to, the following:

(A) Serve as the point-of-contact through which the Vendor can relay questions or problems of a technical nature through the CS to the CO;

(B) Be responsible for the inspection and acceptance of the services performed and determining the adequacy of performance by the Vendor in accordance with the terms and conditions of this contract;

(C) Conferring with representatives of the Vendor regarding any non-performance or unsatisfactory performance; following through to assure that all non-performance or unsatisfactory performance is performed/corrected or payment adjustment is recommended through the CS to the CO;

(D) Review and certify invoices in accordance with invoicing instructions of the contract. Maintain a file with copies of these documents;

(E) Review and evaluate Vendor’s cost estimates, furnish comments, and recommendations through the CS to the CO;

(F) Advise the CS of any performance problems and make recommendations for corrective action to correct performance issues;

(G) Furnish the CS with any requests for change, deviation, or waiver (whether generated by Government personnel or Vendor personnel), including all supporting paperwork in connection with such change, deviation, or waiver; and

(H) Submit a written evaluation through the CS to the CO within 60 days of contract completion. The evaluation must include:

(1) The quality and timeliness of the Vendor’s performance; and

(2) A statement as to the uses made of any deliverables furnished by the Vendor.

(v) In addition to the specific duties as listed above, you are also responsible for knowing the employment status of the Vendor’s employees working at the Library. When you are notified that the Vendor’s employee is leaving the contract or the work site has changed, you must notify BX of the new status. You should also ensure that the Vendor’s employee returns the NARA issued identification and the proximity card when they no longer need access to the buildings. Your signature is required on the Vendor’s Identification Card Authorization in order for the Vendor’s employee to be issued a NARA identification badge and a proximity. An identification badge and proximity card will not be issued without a signed Authorization that includes an expiration date. Please refer to NARA Directive 275 for more information on Vendor’s employees’ identification badge and proximity card issuance.

IV. INVOICE SUBMISSION INSTRUCTIONS

A. The preferred method for invoicing is through the Invoice Processing Platform (IPP) which is a secure web-based electronic invoicing and payment information system. This service is provided by the U.S. Treasury’s Bureau of the Fiscal Service free of charge to federal agencies and Contractors. IPP allows Contractors to view information regarding their contracts and orders, electronically submit invoices and view payment information.

B. The IPP website address is https://www.ipp.gov. Contractors can obtain enrollment assistance by contacting the Fiscal Service Accounts Payable Help Desk via e-mail at accountspayable@fiscal.treasury.gov or by phone at 304-480-8000, Option 7.

C. Contractors that are not able to utilize the IPP system for submitting payment requests may submit invoices electronically by e-mail to accountspayable@fiscal.treasury.gov. Microsoft Excel, Adobe Acrobat Portable Document Format (PDF) and Microsoft Word are acceptable formats.

D. Invoices for services shall be submitted monthly unless otherwise stated elsewhere in the contract.

E. For invoice and payment questions call the Fiscal Service AP Help Desk at 304-480-8000, Option 7.

VI. FINAL PAYMENT

Before final NARA payment is made, the Contractor must furnish to the CO a written release of all claims against the Government arising by virtue of the contract, other than claims in stated amounts as may be specifically excluded by the Contractor from the operation of the release. If the Contractor’s claim to amounts payable under the contract has been assigned under the Assignment of Claims Act of 1940, as amended (31 U.S.C. 3727, 41 U.S.C. 6305), a release may also be requested of the assignee. To ensure that all necessary adjustments for non-performance or unsatisfactory performance have been made and a release of claims has been submitted before the contract is closed out, the final NARA payment will be made in thirty (30) calendar days after receipt of a proper invoice, date of completion of performance, or receipt of release of claims by the CO, whichever is later.

VII. TRAVEL

a. Travel may be required by the Contractor between Contractor facilities and NARA locations, including Washington, D.C. area (e.g. College Park, MD) and other locations as deemed necessary. Other locations may include Presidential Libraries or Federal Records Centers. The majority of on-site work will be performed at the Archives II facility in College Park, MD.

b. Travel outside of the local area (60-mile radius of Washington, DC area) may be required.

c. Local travel (60-mile radius of Washington, DC) will not be reimbursed. If travel outside of the Washington DC metro area is required for work on this contract, the Government will reimburse the Contractor provided:

(1) The Contractor will obtain prior written approval from the NARA POC for any travel;

(2) All travel is performed and charged in accordance with the Federal Travel Regulations (FTR);

(3) Meal, lodging, and incidental expenses do not exceed the daily maximum per diem rates in effect for the area at the time of travel as set forth in the Federal Travel Regulations (FTR), prescribed by the General Services Administration, for travel in the continental United States.

http://www.gsa.gov/Portal/gsa/ep/channelView.do?pageTypeId=8199&channelId=-14863 or http://www.gsa.gov

d. In special or unusual situations, actual costs for travel in excess of the above-referenced maximum per diem rates are allowable provided that such amounts do not exceed the higher amounts authorized for Federal civilian employees as permitted in the FTR. For such higher amounts to be allowable, all of the following conditions must be met:

(1) One of the conditions warranting approval of the actual expense method, as set forth in the FTR, must exist;

(2) A written justification for use of the higher amounts must be approved by an officer of the Contractor's organization or designee to ensure that the authority is properly administered and controlled to prevent abuse;

(3) If it becomes necessary to exercise the authority to use the higher actual expense method repetitively or on a continuing basis in a particular area, the Contractor must obtain advance written approval from the Contracting Officer; and

(4) See FAR 31.205-46(a)(3)(iv) for documentation requirements in support of actual costs incurred;

e. The Contractor must also obtain the best available economy airfare rates; and

f. Travel to the area is exclusively for work to be performed for NARA under this contract.

VIII. STANDARDS OF CONDUCT

a. The Contractor shall be responsible for maintaining satisfactory standards of employee competency, conduct, appearance, and integrity. The Contractor is also responsible for ensuring that its employees and those of its subcontractor(s) do not disturb papers on desks, open desk drawers or cabinets, use Government telephones, except as authorized, or otherwise jeopardize the security and the privacy of Government employees, its clientele, and the contents and property of the federal building(s) in which the contract work is performed. Each employee or supervisor of the Contractor is expected to adhere to standards of behavior that reflect credit on themselves, their employer, and the Federal Government.

b. The Contractor shall be responsible for taking such disciplinary action, including suspension without pay or removal from the worksite, with respect to its employees, as may be necessary to enforce those standards.

c. Where applicable, the requirements of this clause shall be expressly incorporated into subcontract(s) and shall be applicable to all subcontractor employees who may perform recurring services or work at the federal building and grounds of this contract.

d. The Government retains the right to permanently remove any employee of the Contractor from performing duties assigned under this contract at the federal building or grounds should the employee's performance so warrant. The Government will request the Contractor to immediately remove any employee of the Contractor from the federal building/work-site should it be determined by the Contracting Officer that the individual employee of the Contractor is "unsuitable" for security reasons or for otherwise being found to be unfit for performing his assigned duty at a federal building. The following areas (not all inclusive) are considered justification for requesting the Contractor to immediately remove an employee from a federal building/work site:

e. Following a recommendation from an Agency program official or security officer, the Contracting Officer will make all determinations regarding the removal of any employee of the Contractor from and denial/termination of clearance and access to the federal building worksite for non-performance, misconduct, or failure to abide by all laws and regulations. The Contracting Officer will verbally inform the Contractor about the employee, followed by a written confirmation or determination. Specific reasons for the removal of an employee will be provided to the Contractor in writing. In the event of a dispute, the Contracting Officer will make a final determination.

f. Upon a determination of the Government that an employee of the Contractor be removed from or denied access to a federal building worksite, the employee's clearance and access to the federal building shall be immediately revoked or otherwise terminated. Furthermore, if applicable, the building pass and/or other access device(s) previously given to the employee shall be immediately surrendered, returned, or delivered to the security officer of the federal building.

g. During the course of this contract, the Contractor may come into contact with data files subject to the Privacy Act. If this situation occurs, Privacy Act data must conform to the Privacy Act of 1974, 5 U.S.C. 552a, as amended. The Contractor also may come into contact with confidential documents and confidential information about documents and proposed Federal Agency actions. The Contractor, including Contractor’s personnel, Subcontractors, and consultants must not divulge or release data or information developed or obtained in performance of this contract except to Authorized Government personnel or upon written approval of the Contracting Officer. The Contractor must not use, disclose, or reproduce proprietary data, which bears a restrictive legend, other than as required in the performance of this contract. The limitations above do not apply to data or information that has been made public by the Government.

XI. COOPERATION WITH OTHER ON-SITE CONTRACTORS

a. When the Government undertakes or issues other contract or contracts for additional work at the facilities, the Contractor must: (1) fully cooperate with the other contractors and Government employees, and (2) carefully fit its own work to such other…